Conn's, Inc. (CONNQ) vs Leslie's, Inc. (LESL)

Conn's, Inc. and Leslie's, Inc. are both Specialty Retail companies. Leslie's, Inc. is the larger, with a market value of $2.9M against $2.4M — 1.2× the size. Leslie's, Inc. grew revenue faster over the last twelve months: −5.68% against −7.81%. Conn's, Inc. has the higher net margin (−6.21% vs −21.2%) and the higher return on invested capital (−5.78% vs −49.8%). Across the 16 metrics below, Conn's, Inc. leads on 10 and Leslie's, Inc. on 6.

Valuation

Metric CONNQ LESL Specialty Retail median
P/E n/m n/m 17.14
P/S n/m 0.00 0.48
P/B n/m n/m 1.71
Price to free cash flow n/m n/m 13.04
EV/EBITDA n/m n/m 8.92
EV/Sales 0.74 0.63 0.64
Earnings yield 0.00% (9,306.90%) 3.85%
Free cash flow yield 0.00% (228.12%) 3.02%

Profitability

Metric CONNQ LESL Specialty Retail median
Gross margin 49.12% 33.71% 37.89%
Operating margin (10.12%) (16.54%) 3.66%
Net margin (6.21%) (21.24%) 1.42%
Free cash flow margin (8.26%) (0.53%) 1.44%
Return on equity (16.40%) 67.80% 2.58%
Return on assets (3.70%) (29.27%) 0.25%
Return on invested capital (5.78%) (49.82%) 0.00%

Growth

Metric CONNQ LESL Specialty Retail median
Revenue growth (TTM) (7.81%) (5.68%) 3.35%
EPS growth (last fiscal year) (28.86%) (881.15%) —
Revenue growth, 5-year CAGR (4.40%) 2.23% 3.70%
Net income growth, 5-year CAGR 0.00% 0.00% 0.00%

Health

Metric CONNQ LESL Specialty Retail median
Debt to equity 2.27 (1.59) 0.27
Current ratio 2.58 1.35 1.35
Net debt to EBITDA (71.94) (5.12) 0.24

Dividend

Metric CONNQ LESL Specialty Retail median
Dividend yield — — 1.73%
Payout ratio 0.00 0.00 0.00

Size

Metric CONNQ LESL Specialty Retail median
Market cap 2.43m 2.88m 348.57m

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